Surplus Funds Virtual Assistants
Hire a dedicated virtual assistant trained in surplus funds recovery. Your VA handles skip tracing, lead outreach, and data entry so you can focus on closing deals.
- Surplus Funds Trained VA
- 40 Hours Per Month
- Monthly Progress Report
- Performance Reports
- Free CRM Access
- Fully Dedicated
- Dedicated Account Manager
- 200 Skip Traces / month
- 200 Property Searches / month
- Surplus Funds Trained VA
- 20 Hours Per Week
- Free CRM Access
- Monthly Progress Report
- Performance Reports
- Fully Dedicated
- Dedicated Account Manager
- 200 Skip Traces / month
- 200 Property Searches / month
- Surplus Funds Trained VA
- 40 Hours Per Week
- Free CRM Access
- Monthly Progress Report
- Performance Reports
- Fully Dedicated
- Dedicated Account Manager
- 200 Skip Traces / month
- 200 Property Searches / month
Need more hours, multiple VAs, or a custom workflow? Talk to us →
Compare Plans
Three tiers built around how much VA time your operation needs.
What Your Surplus Funds VA Handles
Every VA is trained specifically in surplus funds recovery workflows. They know how to pull county surplus lists, skip trace property owners, make outreach calls, send follow-up letters and emails, enter data into your CRM, and prepare claim paperwork. You stay in control of the strategy while your VA handles the repetitive work that eats up your day.
All plans include free access to the Surplus Funds List CRM and performance reports. Your VA works inside the same platform you use, so everything stays organized in one place.
Who Should Hire a Surplus Funds VA
If you are a solo recovery agent spending more time on data entry and outreach than on closing deals, a VA will free up your time immediately. If you are scaling your business and want to cover more counties without hiring a full-time employee, a VA gives you that capacity at a fraction of the cost. The Essential plan is ideal for agents just starting to delegate, while Pro and Concierge are built for agents running a high-volume operation.
Working Unclaimed Funds and Unclaimed Property Leads
Surplus funds is a subset of a much bigger market. Every state holds billions in unclaimed funds and unclaimed property — forgotten escrow refunds, dormant accounts, undelivered checks, and overpayments. Many recovery professionals work both verticals because the workflow is nearly identical: pull a public list, skip trace, contact the rightful owner, and help them claim their money.
Your VA can split time across both. They can pull state unclaimed property records alongside county surplus funds lists, run skip traces on either set of leads, and use the same CRM pipeline for outreach. If you want to expand your book of business without doubling your hours, training your VA on unclaimed funds workflows is the fastest path.
Need the CRM Without a VA?
Surplus Funds List gives you skip-traced leads, a power dialer, SMS campaigns, e-signatures, and pipeline management. Run your entire recovery business from one platform.
View CRM PricingDisclaimer: This content is for informational purposes only and does not constitute legal, financial, or professional advice. Surplus Funds List is a technology provider and does not practice law or provide legal counsel. Data accuracy depends on the publishing county. For legal guidance regarding your specific situation, consult a licensed attorney in your state. Links to publicly available county records are provided as a convenience and do not imply endorsement or guarantee of accuracy.
Questions? Answers.
Your VA can pull county surplus lists, skip trace property owners, make outreach calls, send follow-up letters and emails, enter data into your CRM, and prepare claim paperwork. They are trained specifically in surplus funds recovery workflows.
Most VAs are assigned and ready to start within 24 to 48 business hours after you subscribe. You will receive a dedicated VA profile and direct communication channel.
Essential is 40 hours per month (about 10 hours per week), best for delegating focused tasks. Pro is 20 hours per week with a fully dedicated VA and includes free CRM access. Concierge is full-time at 40 hours per week with CRM access, a dedicated account manager, and daily surplus funds leads handed off to your VA each morning.
Pro and Concierge include free Surplus Funds List CRM access for you and your VA. Essential does not include CRM access — you can add it any time at $99/mo or upgrade to Pro to bundle it in.
Yes. You can switch between plans at any time. Changes take effect at the start of your next billing cycle.
Performance Reports give you a detailed breakdown of your VA activities, including calls made, leads contacted, data entered, and tasks completed. This keeps you informed on productivity without micromanaging.
If your operation needs more than 40 hours per week, multiple VAs, or a custom workflow, contact us and we will build a plan around your needs. The Concierge tier is the highest standard package; anything beyond that is custom.
Yes. Many recovery professionals expand from surplus funds into broader unclaimed funds and unclaimed property work. Your VA can pull state unclaimed property records, skip trace owners, and handle outreach for both surplus funds and unclaimed funds leads using the same CRM workflow.